ISHARES TR

Ticker: ITA CUSIP: 464288760 Class: US AER DEF ETF

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

Note: Option positions (PUT/CALL) are excluded.

Q1 2023
Shares 3,642 Value ($000) $419 Avg Close — Range —
Q4 2022
Shares 3,898 Value ($000) $436 Avg Close — Range —
Q3 2022
Shares 3,665 Value ($000) $334 Avg Close — Range —
Q2 2022
Shares 3,835 Value ($000) $380 Avg Close — Range —
Q1 2022
Shares 4,039 Value ($000) $447 Avg Close — Range —